I would like to see a way to breakdown connect rate % by rep. # of leads vs # of leads connected with Seems super basic... and I created a connected field - yes or no, but can't figure out how to turn this into a percentage on reports.

Hi Community Friends, Have been given a brief and looking for your help and ideas on the best way to achieve this...... Individual Board: Leads Handed to SalesTeam Sales Team react on this Progress shown Success of Lead to Demo read more

Hi All, We are on the Sales Professional Hubspot Level. We moved over from Pipedrive which seemed to be behind Hubspot. However they had really good Win/Loss and coversion Reports. I could see thw Win/Loss of countries, competitors or type of b read more

Hi All Wondering if anyone has been able to create a win analysis reporting in HubSpot. I'm currently having to manually export all of our data and calculate a win rate on a number of different factors. Essentially I want to know if it is p read more

I'm looking to track and report on the number of meetings logged/scheduled by members of my team. I'm aware this bit is simple enough. However, what we're looking to do is have it so that if a member of my team attends a single meeting with two dif read more

Our team has a Sales Hub Professional account. A request has come in from our leadership team to create a report of the Top 15 Deals by Amount. I see that I can set 10 or 20 rows of results to show in the dashboard. I also see that I can set the r read more

Hi Team, We have created dashboards and placed several reports under them. We would like to understand how frequently these reports are being refreshed. It appears that the reports are not being refreshed in real-time automatically. We noticed read more

Hi Community, I'm trying to figure out how to create commission reports in HubSpot based on the Lifecycle Stage conversion rates of contacts assigned to each insurance agent (sales rep). Here’s our commission structure (sample figures for refer read more

Hi, I have customer stores in different areas and as a reference I have a certain amount of customer stores lets say 3 in an area with a population of 150 000 people which gives me 150 000/3 = 50 000. It means that I need a population density of 5 read more

We have recently implemented a system that assigns our key buyers one of three statuses depending on when their last meeting with us was. Anyone who we've met in the last 120 days is green, between 121-365 days is yellow, and anyone we haven't met i read more

I'm trying to create an active list of companies. the list is supposed to show companies who a) have zero open deals b) have no closed (won or lost) deals with a close date less than 365 days ago, and c) has at least 1 closed (won or lost) deal with read more

Is there a way to get this info from the meeting scheduler into a report that shows how many viewers are converting? Rather than having to go into scheduler..... want to be able to add to a dashboard. Thanks